Institutional Ownership Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM). We have compiled data on the 5,442 institutions that hold shares in the stock, with a total of 1.97 Billion shares, which have been reported (via 13F filing form) to have a value of $590 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
38,230
shares
|
$11.5 Million
3.05% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
38,217
shares
|
$11.5 Million
0.65% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
37,922
shares
|
$11.4 Million
3.8% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
37,906
shares
|
$11.4 Million
3.31% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
37,834
shares
|
$11.4 Million
2.09% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
37,751
shares
|
$11.3 Million
1.52% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
37,669
shares
|
$11.3 Million
1.11% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
37,652
shares
|
$11.3 Million
1.54% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Wells Trecaso Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
37,574
shares
|
$11.3 Million
5.63% of portfolio
|
Q3 2025
Reduced 41.36%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
37,460
shares
|
$11.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
37,440
shares
|
$11.2 Million
1.01% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
37,427
shares
|
$11.2 Million
0.68% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
37,408
shares
|
$11.2 Million
0.56% of portfolio
|
Q3 2025
Added 25.01%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
37,387
shares
|
$11.2 Million
2.29% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
37,376
shares
|
$11.2 Million
0.28% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
37,325
shares
|
$11.2 Million
1.06% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
37,252
shares
|
$11.2 Million
0.24% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
37,215
shares
|
$11.2 Million
3.55% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2025 Q3 2025 |
37,084
shares
|
$11.1 Million
2.07% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
36,909
shares
|
$11.1 Million
0.97% of portfolio
|
Q3 2025
Added 1598.53%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
36,891
shares
|
$11.1 Million
2.03% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
36,830
shares
|
$11.1 Million
1.43% of portfolio
|
Q3 2025
Reduced 10.16%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
36,804
shares
|
$11.1 Million
0.39% of portfolio
|
Q2 2022
Reduced 12.38%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
36,756
shares
|
$11 Million
1.28% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
36,729
shares
|
$11 Million
2.2% of portfolio
|
Q3 2025
Added 3.57%
|
|